Filed: 2/7/2025ACC: 0001085146-25-000911
๐ What this filing means
HIGHTOWER ADVISORS, LLC filed this quarterly 13FโHR report disclosing 3496 equity positions with a total reported market value of $73.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3496
Positions
$73.13B
Total AUM (reported)
951.30M
Total Shares
Allocation by class
COM$31.66B43.3%
CL A$2.97B4.1%
CORE S&P500 ETF$1.36B1.9%
S&P 500 ETF SHS$1.14B1.6%
CL B NEW$1.12B1.5%
TR UNIT$1.12B1.5%
COM SHS$826.89M1.1%
Portfolio Concentration
Top 3$6.34B8.7%
4โ10$7.77B10.6%
11โ25$8.10B11.1%
Rest$50.93B69.6%
Top 3 weight
8.7%
Top 10 weight
19.3%
Voting Authority Distribution
Total shares with voting rights: 951.30M
Sole
Full voting authority
951.30M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole3496
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings3496
Rows:
APPLE INC
SOLEShares11.73M
TypeSH
Market value$2.86B
3.91%
Sole
11.73M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.14M
TypeSH
Market value$2.12B
2.90%
Sole
5.14M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.31M
TypeSH
Market value$1.36B
1.86%
Sole
2.31M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.89K
TypeSH
Market value$1.29B
1.76%
Sole
1.89K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.55M
TypeSH
Market value$1.22B
1.67%
Sole
5.55M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.12M
TypeSH
Market value$1.14B
1.56%
Sole
2.12M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.48M
TypeSH
Market value$1.12B
1.54%
Sole
2.48M
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares1.94M
TypeSH
Market value$1.11B
1.52%
Sole
1.94M
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares8.87M
TypeSH
Market value$944.33M
1.29%
Sole
8.87M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares7.22M
TypeSH
Market value$937.40M
1.28%
Sole
7.22M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.12M
TypeSH
Market value$743.97M
1.02%
Sole
4.12M
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares7.18M
TypeSH
Market value$699.02M
0.96%
Sole
7.18M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares2.88M
TypeSH
Market value$690.71M
0.94%
Sole
2.88M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.42M
TypeSH
Market value$582.01M
0.80%
Sole
1.42M
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares1.20M
TypeSH
Market value$577.65M
0.79%
Sole
1.20M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares2.76M
TypeSH
Market value$575.68M
0.79%
Sole
2.76M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares3.82M
TypeSH
Market value$543.05M
0.74%
Sole
3.82M
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares10.58M
TypeSH
Market value$505.70M
0.69%
Sole
10.58M
Shared
0.00
None
0.00
VISA INC
SOLEShares1.58M
TypeSH
Market value$499.71M
0.68%
Sole
1.58M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.62M
TypeSH
Market value$470.03M
0.64%
Sole
1.62M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.17M
TypeSH
Market value$469.91M
0.64%
Sole
1.17M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.33M
TypeSH
Market value$456.54M
0.62%
Sole
7.33M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.27M
TypeSH
Market value$431.48M
0.59%
Sole
2.27M
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares2.19M
TypeSH
Market value$429.66M
0.59%
Sole
2.19M
Shared
0.00
None
0.00
EXCHANGE TRADED CONCEPTS TRU
SOLEShares11.54M
TypeSH
Market value$423.74M
0.58%
Sole
11.54M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 11.73M | SH | $2.86B 3.91% | 11.73M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.14M | SH | $2.12B 2.90% | 5.14M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.31M | SH | $1.36B 1.86% | 2.31M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.89K | SH | $1.29B 1.76% | 1.89K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.55M | SH | $1.22B 1.67% | 5.55M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.12M | SH | $1.14B 1.56% | 2.12M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.48M | SH | $1.12B 1.54% | 2.48M | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.94M | SH | $1.11B 1.52% | 1.94M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 8.87M | SH | $944.33M 1.29% | 8.87M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.22M | SH | $937.40M 1.28% | 7.22M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.12M | SH | $743.97M 1.02% | 4.12M | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 7.18M | SH | $699.02M 0.96% | 7.18M | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 2.88M | SH | $690.71M 0.94% | 2.88M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.42M | SH | $582.01M 0.80% | 1.42M | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.20M | SH | $577.65M 0.79% | 1.20M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 2.76M | SH | $575.68M 0.79% | 2.76M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 3.82M | SH | $543.05M 0.74% | 3.82M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 10.58M | SH | $505.70M 0.69% | 10.58M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.58M | SH | $499.71M 0.68% | 1.58M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.62M | SH | $470.03M 0.64% | 1.62M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 1.17M | SH | $469.91M 0.64% | 1.17M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 7.33M | SH | $456.54M 0.62% | 7.33M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.27M | SH | $431.48M 0.59% | 2.27M | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 2.19M | SH | $429.66M 0.59% | 2.19M | 0.00 | 0.00 |
EXCHANGE TRADED CONCEPTS TRUSOLE | ETC 6 HEDGED EQU | 11.54M | SH | $423.74M 0.58% | 11.54M | 0.00 | 0.00 |
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